VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 264 filers reported holding VANGUARD BD INDEX FDS in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,970,760 | -57.6% | 80,722 | -57.7% | 1.20% | -56.0% |
Q2 2023 | $9,370,370 | -2.3% | 190,610 | -2.1% | 2.72% | -7.4% |
Q1 2023 | $9,590,246 | +79.0% | 194,765 | +78.2% | 2.94% | +66.3% |
Q4 2022 | $5,356,729 | +54.8% | 109,321 | +54.7% | 1.76% | +11.4% |
Q3 2022 | $3,460,000 | – | 70,687 | – | 1.58% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wharton Business Group, LLC | 4,583,342 | $226,371,000 | 13.73% |
Financial Sense Advisors, Inc. | 685,364 | $33,850,000 | 12.67% |
Pacific Center for Financial Services | 685,364 | $33,850,000 | 12.10% |
TruWealth Advisors, LLC | 2,112,923 | $104,357,000 | 10.85% |
MONUMENTAL FINANCIAL GROUP INC. | 144,799 | $7,152,000 | 5.92% |
John W. Brooker & Co., CPAs | 211,789 | $10,460,000 | 5.67% |
Northwest Capital Management Inc | 229,078 | $11,314,000 | 5.32% |
McClarren Financial Advisors, Inc. | 144,655 | $7,132,000 | 5.16% |
Kathmere Capital Management, LLC | 605,511 | $29,906,000 | 5.09% |
Leeward Financial Partners, LLC | 158,948 | $7,850,000 | 4.85% |